To show account relationships on the donor profile, add a graph.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
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Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
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| To set up donor profiles: |
Customize Application AND Modify All Data AND Fundraising_Admin permission set group |
- From Setup, in the Quick Find box, enter Actionable, and then select Actionable Relationship Center.
- Click New Relationship Graph.
- Under Default Templates, select Fundraising Business Account Relations or Fundraising Person Account Relations.
You can create only one graph at a time. To create both graphs, repeat these steps.
- Click Create Graph.
- For Label, enter a name that describes the graph, and click the Developer Name field to auto-populate it.
- Save your work